Client: An independent full service investment bank
Domain: Banking / Financial Services
Salary: Not a constraint for the right candidate
Client: An independent full service investment bank
JOB DESCRIPTION
• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
• Answer clients' questions about the purposes and details of financial plans and strategies.
• Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
• Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Manage client portfolios, keeping client plans up-to-date.
• Contact clients periodically to determine any changes in their financial status.
• Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
• Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
• Monitor financial market trends to ensure that client
7 - 13 Years
5 Openings
6.0 - 12.0 Lac/Yr
Face-to-Face interview
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